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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Wealthstream Advisors
5976
Wealthstream Advisors
New York
USD 99 M -USD 15.4 M -13% 15.5% 88.2% 78 21.79% 0.4
Jacob Asset Management of New York
5977
Jacob Asset Management of New York
California
USD 99 M -USD 65.4 M -40% 32.3% 22.7% 76 11.84% 1.7
EFEM
5978
Eos Focused Equity Management
New York
USD 98.9 M -USD 17.9 M -15% 13.3% 55.7% 28 21.43% 1.9
Copperleaf Capital
5979
Copperleaf Capital
North Carolina
USD 98.8 M -USD 13.9 M -12% 11.8% 102% 65 13.85% 1.6
Smallwood Wealth Investment Management
5980
Smallwood Wealth Investment Management
New Jersey
USD 98.7 M -USD 7.12 M -7% 14.5% 67.4% 67 25.37% 0.4
Paragon Capital Management (Utah)
5981
Paragon Capital Management (Utah)
Utah
USD 98.7 M -USD 9.16 M -8% 10.9% 72.3% 85 30.59% 0.4
McAlister Sweet & Associates
5982
McAlister Sweet & Associates
Texas
USD 98.6 M +USD 4.5 M +5% 13.8% 83.6% 42 45.24% 0.3
Velan Capital Investment Management
5983
Velan Capital Investment Management
Georgia
USD 98.6 M -USD 9.18 M -9% 5.73% 2,395% 30 43.33% 0.3
Financial Insights
5984
Financial Insights
Washington
USD 98.5 M -USD 10.3 M -9% 14.8% 71.9% 97 28.87% 2.4
Lockheed Martin
5985
Lockheed Martin
Maryland
USD 98.5 M -USD 85.7 M -47% 43% – 4 0% 0.4
Alterna Wealth Management
5986
Alterna Wealth Management
Texas
USD 98.5 M -USD 20.1 M -17% 9.09% 48% 137 48.91% 1.5
Aletheian Wealth Advisors
5987
Aletheian Wealth Advisors
Washington
USD 98.5 M -USD 6.88 M -7% 11.7% – 59 13.56% 0.4
EMFO LLC
5988
EMFO LLC
Florida
USD 98.5 M -USD 11.8 M -11% 13.7% 25.8% 351 9.97% 0.9
IFS
5989
Intelligent Financial Strategies
Minnesota
USD 98.4 M -USD 4.16 M -4% 15.8% 63.5% 121 31.4% 0.4
Harper Investing
5990
Harper Investing
California
USD 98.4 M -USD 9.42 M -9% 11.2% 58.7% 51 13.73% 0.2
Pillar Wealth Advisors
5991
Pillar Wealth Advisors
Pennsylvania
USD 98.3 M -USD 5.33 M -5% 10.8% 21.9% 61 19.67% 0.4
Prentice Wealth Management
5992
Prentice Wealth Management
New York
USD 98.2 M -USD 110 M -53% 9.53% 47.8% 199 75.38% 0.4
Adirondack Retirement Specialists
5993
Adirondack Retirement Specialists
New York
USD 98 M -USD 13.8 M -12% 17.5% 13.1% 17 5.88% 1.2
Union Square Park Capital Management
5994
Union Square Park Capital Management
New York
USD 97.9 M -USD 182 M -65% 14.3% 75.8% 134 17.16% 0.6
Farley Capital
5995
Farley Capital
New York
USD 97.8 M -USD 8.45 M -8% 8.17% 105% 12 8.33% 4.5
Lansing Management
5996
Lansing Management
New York
USD 97.8 M -USD 39.4 M -29% 19.1% 76.9% 8 0% 2.8
InTrack Investment Management
5997
InTrack Investment Management
Vermont
USD 97.7 M -USD 25.3 M -21% 16% 99.2% 127 23.62% 1.1
Richmond Brothers
5998
Richmond Brothers
Michigan
USD 97.7 M -USD 32.2 M -25% 21.8% 77.2% 22 0% 0.5
New Millennium Group
5999
New Millennium Group
Utah
USD 97.7 M -USD 41.5 M -30% 14.8% 176% 404 86.14% 0.1
Socha Financial Group
6000
Socha Financial Group
New York
USD 97.7 M -USD 24.3 M -20% 17.5% 81.5% 18 27.78% 0.4